Trusted Investment Management

Independent Investment analysis is the key to protecting and growing family wealth. Because we have a fiduciary obligation to you and no one else, our firm can monitor money managers, insurance policies and investment allocations to ensure your goals are met.Learn More

Specialized Tax Planning

Optimized tax planning requires the consistent application of a strategy. As your family office, we provide you with specialized tax advice that is uniquely capable of adapting to daily financial changes.Learn More

Seamless Wealth Administration

From check writing and cash management to insurance claims and asset acquisition, our firm is available to your family for every need. As a centralized point of contact, our firm eliminates the burden of record keeping and provides you with a family financial advocate.Learn More

Welcome to Saddock Wealth

Saddock and Company is a unique wealth management firm. We advocate the best interests of your family and actively work with you as stewards of your resources. Instead of merely providing investment advice or financial product information, we provide a holistic approach to the complex financial affairs of wealth families.

As your home office, we assemble and coordinate the best service providers for your family’s unique situation. We work exclusively for the best interest of your family and do not take commissions or referral fees from third parties. Because we are bound to your best interest by a fiduciary duty, you can be assured that Saddock Wealth is always working in your family’s best interest.